• System Requirements
• Installing CaseMap Server
• Installing the CaseMap Admin Console
• Installing the CaseMap SQL Import Utility
• Testing Installation
• Verifying Connectivity
User Guide
CaseMap® Server, Version 1.8
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While the information contained herein is believed to be accurate, this work is provided "as is," without warranty of any kind. The information contained in this work does not constitute, and is not intended as, legal advice.
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© 2014 LexisNexis. All rights reserved.
CaseMap®
CaseMap® Server TextMap®
TimeMap®
NoteMap®
Sanction®
Concordance®
Version: CaseMap® Server 1.8, CaseMap® Admin Console 1.8, CaseMap® SQL Import Utility 10.1 Release: February 24, 2014
© 2014 LexisNexis. All rights reserved.
Table of Contents
Chapter 1 Installing CaseMap Server 5
... 5
1 System requirements
... 12
2 Installing the CaseMap Server
... 12 Configuring SQL Server for CaseMap Server
... 13 Configuring SQL Server Service Broker
... 14 Configuring SQL Server for CaseMap templates
... 18 Installing CaseMap Server
... 29 Automating the client connection with the CaseMap Server
... 30 Opening SQL cases from the command line
... 32
3 Installing the CaseMap Admin Console
... 32 Installing CaseMap Admin Console
... 43
4 Installing the CaseMap SQL Import Utility
... 43 Installing the CaseMap SQL Import Utility
... 50
5 Testing installation
... 52
6 Verifying connectivity
Index 54
Chapter
1
Installing CaseMap Server
User Guide
Installing CaseMap Server
System requirements
Please review the current system requirements for setup considerations and suggestions.
Review each section in advance before making expensive hardw are and netw ork decisions that may not be in line w ith LexisNexis CaseMap or TextMap recommendations.
Please keep informed of CaseMap Server, CaseMap Admin Console, and CaseMap SQL Import Utility release updates and how they impact your system by contacting your CaseMap Sales or Support Representative.
When setting up users for local cases, ensure that all users have full netw ork access to each case directory they need to access. When setting up users for SQL cases in the CaseMap Admin Console, ensure that users are assigned appropriate roles and assigned to the cases they need access.
CaseMap Server v1.8
CaseMap Server is a Window s® .NET Window s Communications Foundation (WCF) Web service that authenticates CaseMap users and is used to store or retrieve data from the admin database. CaseMap Server must be installed on a local hard drive. You must be logged on w ith admin rights to install CaseMap Server.
2 GHz or faster 32-bit (x86) or 64-bit (x64) processor 2 GB of RAM or greater
Approximately 100 MB of free disk space on the system drive Super VGA (800 x 600) or higher-resolution monitor w ith 256 colors Any of the follow ing versions of Microsoft Window s®:
Microsoft Window s 2003 Server® 64-bit Microsoft Window s 2008 Server® 64-bit
Any of the follow ing versions of Microsoft Internet Information Server®
Microsoft Window s Microsoft IIS 6.0® 32 and 64-bit Microsoft Window s Microsoft IIS 7.0® 32 and 64-bit Microsoft .NET Framew ork v3.5 and above
The CaseMap Server requires CaseMap SQL case databases to reside in Microsoft SQL Server 2005, Service Pack 2 or higher, SQL Server 2008, or SQL Server 2012.
The CaseMap Server requires the admin database to reside in Microsoft SQL Server 2005 or SQL Server 2008. The installer w ill prompt you for SQL Server Credentials to create the admin database.
The CaseMap Server should only be accessible from w ithin the secured netw ork and any access to the CaseMap Server from Internet should be blocked.
The CaseMap Server runs under a service account that has privileges to perform LDAP queries against Active Directory and has read/w rite/execute permissions on the TextMap admin database.
The CaseMap Server has tw o w eb services: one for the TextMap client application and the other for the CaseMap Admin Console to use.
Admin Console Service Default URL: http://[Web_Server_Name]/CMServer/
CMServerAdmin.svc
Client Application Service Default URL: http://[Web_Server_Name]/CMServer/
CMServerClient.svc
CaseMap Admin Console v1.8
The CaseMap Admin Console is the Window s desktop application providing access to the CaseMap Server Web Service. Install the CaseMap Admin Console to the Microsoft Window s desktop of any user w ho w ill administer TextMap SQL cases and other users.
The CaseMap Admin Console must be installed and run on a local hard drive. The CaseMap Admin Console can not be run from a netw ork server. CaseMap Admin Console data is stored on an Admin Database residing in a Microsoft® SQL Server® database. You must be logged on w ith Admin rights to install the CaseMap Admin Console.
1 GHz or faster 32-bit (x86) or 64-bit (x64) processor 1 GB RAM (32-bit) or 2 GB RAM (64-bit)
Approximately 30 MB of free disk space on the system drive
Super VGA (800 x 600) or higher-resolution monitor w ith 256 colors Any of the follow ing versions of Microsoft Window s®:
Microsoft Window s XP Professional or Home®
Microsoft Window s 2003 Server®
Microsoft Window s 2008 Server®
Microsoft Window s Vista®
Microsoft Window s 7®
When prompted to enter URL for CaseMap Server (optional), please enter an URL ending w ith CMServerAdmin.svc. CaseMap Server is required to administer TextMap SQL cases and respective users.
CaseMap SQL Import Utility v10.1
The CaseMap SQL Import Utility is an administrative tool used to migrate existing case file databases from Microsoft Access to Microsoft SQL Server. The CaseMap SQL Import Utility must be installed and run on a local hard drive. The CaseMap SQL Import Utility cannot be run from a netw ork server. You must be logged on w ith admin rights to install the CaseMap SQL Import Utility.
Each CaseMap case requires a distinct SQL database. After you import an Access case into a SQL Server database, use the CaseMap Admin Console to register the case and then assign it to users.
1 GHz or faster 32-bit (x86) or 64-bit (x64) processor
1 GB RAM (32-bit) or 2 GB RAM (64-bit)
Approximately 30 MB of free disk space on the system drive
Super VGA (800 x 600) or higher-resolution monitor w ith 256 colors Any of the follow ing versions of Microsoft Window s®:
Microsoft Window s XP Professional or Home®
Microsoft Window s 2003 Server®
Microsoft Window s 2008 Server®
Microsoft Window s Vista®
Microsoft Window s 7®
Review Additional Recommendations
Review the follow ing for additional information regarding recommendations.
Calculating user capacity
Netw ork connection speed, netw ork traffic, database size, and other items may be a factor w hen evaluating performance. To maximize performance, the user capacity of the CaseMap Server is metered by the hardw are. A Pentium CPU w ill support 25 users. A Xeon or Pentium Hyper Threaded (HT) CPU w ill support 50 users. Multiple CPU capacity for dual and quad CPU servers. Server capacity is also limited by bandw idth on your LAN and WAN, as w ell as file server speed.
Web Servers
The CaseMap Server requires a Microsoft Internet Information Server (IIS) v6.0 or v7.0 Web server. If you are installing CaseMap Server on an IIS 6 server, you w ill need to ensure that aspnet_isapi.dll is allow ed.
The application pool identity must be configured for IIS by running the aspnet_regiis utility. You can do this from the command line (running as Administrator).
It must also hold the Log On As Service right in the LSA.
The CaseMap Server should only be accessible inside your protected netw ork and requires installation to a single Window s® Server 2003 or 2008. You should not allow access to the CaseMap Server from the Internet.
Please use standard configurations for an IIS w eb server. The CaseMap Server w eb services w ill use the ports that are assigned to its parent Web site in IIS. How ever, CaseMap and the CaseMap Admin Console expect the CaseMap Server to be on port 80 for HTTP or 443 for SSL.
CaseMap Server supports SSL encryption. It is recommended that you require SSL connections to the CaseMap Server's parent Web site.
Configure the WebConfig file to support SSL
If the hosting w eb site of the CaseMap Server does not have an SSL binding in Microsoft IIS, the SSL endpoints w ill need to be modified.
To enable support for SSL
For your convenience, w e have already included the necessary elements in the w eb.config to support SSL. How ever, these configuration values are commented by default. To enable support for SSL, you w ill need to uncomment some values in the Web.config file.
1. Locate the follow ing:
<!-- SSL Support <bindings>
<basicHttpBinding>
<binding name="SecurityByTransport">
<security mode="Transport">
<transport clientCredentialType="None"/>
</security>
</binding>
</basicHttpBinding>
</bindings>
->
2. Change Step 1 to the follow ing:
<!-- SSL Support -->
<bindings>
<basicHttpBinding>
<binding name="SecurityByTransport">
<security mode="Transport">
<transport clientCredentialType="None"/>
</security>
</binding>
</basicHttpBinding>
</bindings>
3. Next locate the follow ing:
<!-- SSL Endpoint
<endpoint address ="" binding="basicHttpBinding"
bindingConfiguration="SecurityByTransport" contract="LexisNexis.
CMServer.WebServices.ICMServerClient"/>
-->
4. Change Step 3 to the follow ing:
<!-- SSL Endpoint -->
<endpoint address ="" binding="basicHttpBinding"
bindingConfiguration="SecurityByTransport" contract="LexisNexis.
CMServer.WebServices.ICMServerClient"/>
5. Now locate the follow ing:
<!-- SSL Endpoint
<endpoint address ="" binding="basicHttpBinding"
bindingConfiguration="SecurityByTransport" contract="LexisNexis.
CMServer.WebServices.ICMServerAdmin"/>
-->
6. Change Step 5 to the follow ing:
<!-- SSL Endpoint -->
<endpoint address ="" binding="basicHttpBinding"
bindingConfiguration="SecurityByTransport" contract="LexisNexis.
CMServer.WebServices.ICMServerAdmin"/>
To enable support for debugging
To enable support for debugging, you w ill need to uncomment some values in the Web.config file.
1. Locate the follow ing text:
<!-- Debugging Support <compilation debug="true"/>
<customErrors mode="Off">
-->
2. Change the text in Step 1 to the follow ing:
<!-- Debugging Support -->
<compilation debug="true"/>
<customErrors mode="Off">
Authentication Types
Window s Authentication logons can be used by the CaseMap Server, making user administration easy and fully integrated w ith your existing netw ork policies. CaseMap Server reuses Window s credentials to authenticate a user. Once a user logs on to Window s, CaseMap Server can use that same log on so that a user does not need to re- specify their credentials.
CaseMap Server w ith Active Directory can be used to verify users' logons and passw ords.
Logons are checked w ith Window s Security Controller. Setting this up helps ensure conformation w ith passw ord policies.
CaseMap Server has two authentication type options:
Windows Authentication (External by LDAP) — Authentication by Lightweight Directory Access Protocol (Active Directory) for accessing SQL cases in CaseMap Server.
Simple Authentication — CaseMap handles authentication for accessing cases.
When using Window s Authentication, you w ill need to first set up users in the Active Directory and then add the user name to the CaseMap Admin Console. When using Window s authentication, it is important that user names match in both the Active Directory and the CaseMap Admin Console.
Related Topics About CaseMap Server Installing CaseMap Server
Installing CaseMap Admin Console Installing the CaseMap SQL Import Utility
Installing the CaseM ap Server
Configuring SQL Server for CaseMap Server
Before you install the CaseMap Server, you need to create an admin database and login account in Microsoft SQL Server.
Any time you uninstall/reinstall CaseMap Server, you w ill need to create a new admin database and login accounts in SQL Server Management Studio.
To configure SQL Server for CaseMap Server 1. Open Microsoft SQL Server.
2. Connect to the database engine using a system administrator account on the server that w ill contain the CaseMap Server admin database.
3. In Object Explorer, right-click on the Databases folder and click New Database.
4. In the New Database dialog box, type in the name of the admin database in the Database Name field, then click OK.
5. In the Object Explorer pane, expand the Security folder, and then expand the Logins folder.
6. Right-click on Logins folder and click New Login.
7. In the Login - New dialog box, type in the login name in the Login name field.
8. Select the authentication type you w ant to use: Windows or SQL.
If you choose SQL, then type in a passw ord and confirm it.
If you choose Window s Authentication, the login name must be the same account used for Anonymous Authentication by the CaseMap Server.
9. In the Default database field, select the admin database you created.
10. Click OK to continue.
You are now ready to install CaseMap Server.
Related Topics About CaseMap Server Installing CaseMap Server Registering SQL Servers
Configuring SQL Server for CaseMap templates
Configuring SQL Server Service Broker
Service Broker must be enabled in Microsoft® SQL Server for databases created w hen new TextMap SQL cases are created or registered in the CaseMap Admin Console. Enabling Service Broker ensures indexing success w hen transcripts are imported into a SQL case file. If Service Broker is disabled, indexing and re-indexing w ill not occur during import or case creation.
When new TextMap SQL cases are created, the new case w ill have Service Broker enabled.
How ever, if a database administrator restores a SQL database, the restored SQL database w ill have Server Broker disabled. After a SQL database is restored from a backup, database
administrators need to enable Service Broker for the database.
To check the status of Service Broker
SELECT is_broker_enabled FROM sys.databases WHERE name = 'Database name' A value of 0 indicates it is off, 1 is on.
To enable Service Broker
Alter Database [DB_NAME] Set ENABLE_BROKER
Related Topics
System requirements
Configuring SQL Server for CaseMap Server
Configuring SQL Server for CaseMap templates
If you w ant to create CaseMap SQL cases from existing CaseMap SQL templates, you need to configure SQL Server in order for this to w ork successfully.
To configure SQL Server 2005 for CaseMap templates
1. Open Microsoft SQL Server 2005.
2. Click Configuration Tools.
3. Click SQL Server Surface Area Configuration.
4. In the SQL Server 2005 Surface Area Configuration dialog box, click Surface Area Configuration for Features.
5. In the Surface Area Configuration for Features dialog box, click to expand Database engine.
6. Click Ad Hoc Remote Queries.
7. Select the Enable OPENBROWSE and OPENDATASOURCE support check box, then click OK.
To configure SQL Server 2008 for CaseMap templates
1. Open Microsoft SQL Server Management Studio 2008.
2. Logon to SQL Server Server Management Studio.
3. In the Object Explorer pane, right-click on the server name (root node).
4. Click the Facets option.
5. In the Facet drop-down listing, click Surface Area Configuration.
6. In the View Facets box, click in the right column for AdHocRemoteQueriesEnablednow until it displays True.
7. Click OK.
Related Topics
Configuring SQL Server for CaseMap Server Creating SQL cases from CaseMap templates
Installing CaseMap Server
Install the CaseMap Server to Window s® Server 2003 or 2008 inside your WAN. The CaseMap Server requires a Microsoft SQL Server 2005, SQL Server 2008, or SQL Server 2012 admin database. Creating the admin database manually is optional. If the admin database is already
created, then the installer w ill configure it. Otherw ise, the installer w ill create and configure the admin database. We recommend that you install the SQL Server admin database on a different machine than that of the Microsoft IIS w eb server.
The CaseMap Server Web Service has two web services:
CaseMap or TextMap Client (default URL) — http://[Web_Server_Name]/CMServer/
CMServerClient.svc
CaseMap Admin Console (default URL) — http://[Web_Server_Name]/CMServer/
CMServerAdmin.svc
The CaseMap Server is a collection of .NET WCF Web services that should only be available inside your WAN. You should block access to the CaseMap Server on the Internet.
If you use Active Directory authentication for CaseMap/TextMap users, then CaseMap Server requires Microsoft Window s service account that has privileges to perform LDAP queries against Active Directory. An account w ithout these privileges is not able to
authenticate users. We recommend you set up a special account just for this purpose and assign it a permanent passw ord.
To install CaseMap Server
1. Click on the CMServerSetup.exe file to launch the CaseMap Server install utility.
2. When the utility launches, click Next.
3. In the License Agreement dialog box, review the license agreement and select the I accept the terms in the license agreement option.
4. Click the Print button if you would like a copy of the license agreement printed at this time.
5. Click Next to continue.
6. In the Information dialog box, review important installation information.
7. Click Next to open the Service Account Information dialog box.
8. In the User Name field, type in the user account for the IIS application pool.
9. In the Password field, type in the user account password.
We recommend that you set the service account passw ord to never expire.
10. Click Next to open the Create CaseMap Server Admin Database dialog box.
11. In the SQL Server that you are install to field, type in the server name.
12. In the Connect using area, select the authentication type you are using: Windows or SQL.
If you are using SQL Authentication, type in a user name and passw ord.
13. In the SQL database name field, type in the admin database name.
14. Click Next to open the CaseMap Server Admin Database Connection Information dialog box.
15. In the Connect using area, select the authentication type you want to use: Windows or SQL.
If you are using SQL Authentication, type in a user name and passw ord.
Refer to Step 7 in Configuring SQL for CaseMap Server.
16. Click Next to open the Select the web site dialog box.
17. In the Web site field, type in the Web site you want to use.
18. In the Application name field, type in the server name.
19. Click Next to open the Organization Name dialog box.
20. In the Organization or firm name field, type in the organization or firm name.
21. Click Next to continue.
22. In the Destination Folder dialog box, click Next to install to this folder or click Change to locate another directory folder.
23. Click to Next to continue.
24. In the Ready to Install the Program dialog box, click Install.
The installation w izard w ill install the CaseMap Server files.
25. When the InstallShield Wizard Complete dialog box displays, click Finish.
The CaseMap Server is now installed in the directory you specified.
You can now install the CaseMap Admin Console.
Related Topics About CaseMap Server
Configuring SQL for CaseMap Server Installing CaseMap Admin Console
Automating the client connection with the CaseMap Server
Using command line parameters, you can automate the log on process for CaseMap and TextMap w hen using Window s Authentication. The command line setup can also be used in conjunction w ith the option to open SQL cases. See Opening SQL cases from the command line.
When the automatic logon option is specified, the client applications w ill display a Connect to CaseMap Server dialog box. If the logon succeeds, an attempt is made to open a SQL case if the "SQLCaseName" and "SQLCaseID" parameters are specified, otherw ise a Brow se for SQL Cases dialog box displays for the user to select w hich assigned case to open.
If the user's CaseMap or TextMap client application is not in SQL mode or if there are no registered CaseMap Servers, the user w ill not be able to connect.
If there is more than one registered CaseMap Server, then an attempt is made to use the last used server. If there is no last used server, an attempt is made to use the first server listed in alphabetical order.
To enter command line parameters
The follow ing command line parameters facilitate Window s authentication for log on to the CaseMap Server.
CaseMap
"[PATH]\CaseMap.exe" /AutoLogOn
To use this parameter in conjunction w ith the "SQLCaseName" or "SQLCaseID" parameters, use the follow ing:
"[PATH]\CaseMap.exe" /SQLCaseName "[SQL_CASE_NAME]" /AutoLogOn
"[PATH]\CaseMap.exe" /SQLCaseID "[SQL_CASE_ID]" /AutoLogOn
TextMap
"[PATH]\TextMap.exe" /AutoLogOn
To use this parameter in conjunction w ith the "SQLCaseName" or "SQLCaseID" parameters, use the follow ing:
"[PATH]\TextMap.exe" /SQLCaseName "[SQL_CASE_NAME]" /AutoLogOn
"[PATH]\TextMap.exe" /SQLCaseID "[SQL_CASE_ID]" /AutoLogOn
Related Topics
Accessing the CaseMap Admin Console Opening SQL cases from the command line
Opening SQL cases from the command line
The CaseMap Server allow s you to open CaseMap and TextMap SQL cases via command line support. You must first have case portal w eb pages set up w here you can post hyperlinks to the SQL cases, in addition to any local cases or exported case data you w ant available such as a case issue list or cast of characters.
Case users can then create shortcuts on their desktops or save hyperlinks as Favorites in their Internet brow ser to open case file assigned to them. The CaseMap and TextMap applications w ill launch from the w eb portal page. You can determine options for w hether the client application splash screen displays or w hether a user logon is required before the case can be opened.
When a user launches CaseMap or TextMap and passes one of these tw o command line parameters, the client application w ill w ait for the user to log into the CaseMap Server. After the user logs on to the CaseMap Server, the client application then attempts to automatically open the specified case.
If the user's CaseMap client application is not in SQL mode or the user has not successfully logged into the CaseMap Server, an error message displays to notify them.
If a case user is using a trial version of CaseMap or TextMap, and does not have trial time remaining, a message displays to notify them and offers an option to activate the client application.
To open a CaseMap SQL case from the command line
Use the follow ing command line format to open a CaseMap SQL Case Name or SQL Case ID:
"[PATH]\CaseMap.exe" /SQLCaseName "[SQL_CASE_NAME]"
"[PATH]\CaseMap.exe" /SQLCaseID "[SQL_CASE_ID]"
CaseMap allow s the user to pass a file name as the first parameter on the command line to open the file, e.g. "CaseMap.exe C:\Program Files\Microsoft SQL\Server\MSSQL\DATA
\database.mdf". The file path and name must be the first parameter in the command line.
This can also be combined w ith "-nosplash" and "-nodlg", and the file name must be the first parameter on the command line.
Correct (suppresses the splash screen and opens the case file)
"CaseMap.exe C:\Program Files\Microsoft SQL\Server\MSSQL\DATA\database.mdf -nosplash"
Incorrect (suppresses the splash screen, but does not open the case file)
"CaseMap.exe -nosplash C:\Program Files\Microsoft SQL\Server\MSSQL\DATA
\database.mdf"
To open a TextMap SQL case from the command line
Use the follow ing command line format to open a TextMap SQL Case Name or SQL Case ID:
"[PATH]\TextMap.exe" /SQLCaseName "[SQL_CASE_NAME]"
"[PATH]\TextMap.exe" /SQLCaseID "[SQL_CASE_ID]"
Related Topics
Automating the client connection w ith the CaseMap Server Accessing the CaseMap Admin Console
Installing the CaseM ap Admin Console
Installing CaseMap Admin Console
The CaseMap Admin Console is the Window s desktop application providing user interface access for the CaseMap Server. Installation of the CaseMap Admin Console is fairly simple and done using an install w izard. Install the CaseMap Admin Console to the desktop of any user w ho w ill be administering CaseMap and TextMap cases and users. The CaseMap Admin Console supports both Window s and simple authentication.
The install utility w ill prompt you to enter the URL to the CaseMap Server. The URL should end w ith "CMServerAdmin.svc".
The CaseMap Server automatically creates a system administrator user w ith a default user name and passw ord:
User Name = sysadmin Passw ord = passw ord
Once you log into the CaseMap Admin Console for the first time using the sysadmin user account you can change the default passw ord. The sysadmin passw ord can be modified by clicking Tools > Options.
After installing the CaseMap Admin Console, you can register one or more SQL Servers inside your organization that w ill host your CaseMap or TextMap SQL cases.
Once databases are registered, you can then set up the follow ing users:
CaseMap or TextMap client users w ho need access to SQL cases CaseMap Admin Console users w ho can administer cases and users
The CaseMap Admin Console is the only place you can create new CaseMap or TextMap SQL cases. Once the case is created, you can assign it to users w ith local or Active Directory type authentication. Use the CaseMap SQL Import Utility or the Import Local Cases Utility to migrate existing case files from the Access database format to the SQL database format. See About migrating cases.
To install the CaseMap Admin Console
1. Click on the CMAdminSetup.exe file to launch the CaseMap Admin Console install utility.
2. When the InstallShield Wizard launches, click Next.
3. In the License Agreement box, select the I accept the terms of the license agreement.
4. Click the Print button to print a copy of the license agreement, then click Next.
5. In the Information dialog box, review the important installation information, then click Next.
6. In the Default CaseMap Server dialog box, type in the CaseMap Server in the Name field.
7. In the URL field, type in the Server URL, then click Next.
8. In the Choose Destination Location dialog box, verify whether the default destination folder is the appropriate location.
The default folder is C:\Program Files\CaseSoft\CaseMap Admin Console.
Click the Brow se button to change the destination folder and choose a different folder.
9. Click Next to continue.
10. In the Start Copying Files dialog box, review the current install settings, then click Next.
If you w ant to modify any settings, click the Back button.
11. In the InstallShield Wizard Complete dialog box, select the Launch the CaseMap SQL Admin Console check box.
Select the View the ReadMe File check box if you w ant to review the file.
12. Click Finish.
The CaseMap Admin Console automatically launches and is ready for you to register a CaseMap Server.
13. In the Connect to CaseMap Server dialog box, select Local User.
14. In the User Name field, type sysadmin.
15. In the Password field, type in password.
16. Click Connect to continue.
17. In the CaseMap Admin Console, click the Click here to activate now hyperlink.
18. In the CaseMap Admin Console Software Activation dialog box, click Next to open the Enter your registration information dialog box.
19. In the Registration Name field, type in your user name for license registration.
20. In the Registration ID field, type in your registration ID.
21. In the Product ID field, type in the TextMap license number.
22. Click Next to continue.
23. In the Read the LexisNexis License Agreement dialog box, read the license agreement and then select the Yes, I will abide by the LexisNexis License Agreement check box.
24. Click Next to continue.
25. In the How do you want to activate this product dialog box, select the activation option you w ant to use.
Activate softw are online — Use this option to activate online w ith an active internet connection.
Activate by w eb brow ser or phone — Use this option if you received an activation key via email.
26. Click Next to continue.
27. In the Summary of online activation transmission information dialog box, review the license registration information.
28. Click Finish to complete the activation.
29. In the message box confirming CaseMap Admin Console activation, click OK.
30. In the CaseMap Admin Console, click the Connect button.
31. In the Connect to CaseMap Server dialog box, select Local User.
32. In the User Name field, type sysadmin.
33. In the Password field, type in password.
34. Click Connect to continue.
The CaseMap Admin Console now opens w ith a connection to the registered server.
You can now install the CaseMap SQL Import Utility program, if you plan on migrating existing CaseMap local cases to the CaseMap Server.
Related Topics About CaseMap Server Installing CaseMap Server
Installing the CaseMap SQL Import Utility
Installing the CaseM ap SQL Import Utility
Installing the CaseMap SQL Import Utility
The CaseMap SQL Import Utility is designed to help you migrate pre-existing cases to CaseMap Server. This utility converts local cases created in CaseMap that are in an Access database format and creates new SQL cases in a SQL Server database format. Each CaseMap case requires a distinct SQL Server database.
After you import an Access case into a SQL Server database, use the CaseMap Admin Console to register the case database and then assign it to users. Once a local case is converted to the new version format, users can no longer access it in older versions of CaseMap.
The utility program w ill install to C:\Program Files\CaseSoft\CaseMap SQL Import. No local
machine registry settings are required.
How to install the CaseMap SQL Import Utility
1. Click on the CMSQLImportSetup.exe file to launch the CaseMap SQL Import utility.
2. When the import w izard launches, click Next.
3. In the License Agreement dialog box, review the license agreement and then select I accept the terms of the license agreement.
If you w ould like to print a copy of the license agreement at this time, click the Print button.
4. Click Next to continue.
5. In the Information dialog box, review installation information, then click Next.
6. In the Choose Destination Location dialog box, verify whether the default destination folder is the appropriate location.
The default folder is C:\Program Files\CaseSoft\CaseMap SQL Import\.
Click the Brow se button to change the destination folder and choose a different folder.
7. Click Next to continue.
8. In the Start Copying Files dialog box, review the current install settings, then click Next.
If you w ant to modify any settings, click the Back button.
9. In the Installshield Wizard Complete dialog box, verify that the Launch CaseMap SQL Import Utility check box is selected.
10. Select the View the ReadMe File check box if you want to review the file at this time.
11. Click Finish to continue.
12. When the CaseMap SQL Import Utility launches, click Close at this time.
When you are ready to migrate existing cases to the CaseMap Server, the LexisNexis CaseMap SQL Import Utility dialog box displays. See About migrating cases.
Related Topics About CaseMap Server Installing CaseMap Server About migrating cases
Registering existing SQL cases Mapping case users
Testing installation
CaseMap and TextMap need to be installed before you can open the SQL case in either application.
Testing installation involves:
Opening the CaseMap Admin Console and connecting to the CaseMap Server Opening a SQL case in the CaseMap or TextMap client
To test connectivity in the CaseMap Administration Console
1. Launch the CaseMap Admin Console.
2. In the Connect to CaseMap Server dialog box, type in or select the server you want to connect to in the Server Name field.
3. In the Authentication area, select the authentication method you want to use:
Windows Authentication or Local User.
If you select Local User, type in the User Name and Passw ord.
4. Click Connect.
You can now view the CaseMap Admin Console w here you can register and publish cases, add users, etc.
To open a SQL case file
1. Launch either CaseMap or TextMap.
2. On the File menu, click Open SQL Case.
3. In the Select a SQL Case to Open dialog box, select the SQL case you want to use, then click Open.
4. Verify that the case name displays in the upper left corner of application's title bar.
CaseMap — If you can view case records in spreadsheets and open an attached file, the installation w as successful.
TextMap — If you can view transcripts and open an attached file, the installation was successful.
Related Topics Verifying connectivity
Verifying connectivity
Reference the Connectivity Checklist to ensure that you have completed all necessary steps to ensure connectivity channels for SQL servers, SQL cases, and users.
To verify connectivity
Checklist: Connectivity
TaskServers
Checklist: Connectivity
TaskIs CaseMap Server installed?
Is the CaseMap Administration Console installed?
Did you remember to set up an admin database and a valid system administrator account in SQL Management Studio first?
Case Files
Did you register your cases in the CaseMap Administration Console?
Did you associate your cases to SQL Servers so that CaseMap/TextMap can access it?
Have you implemented the necessary Web server address restrictions?
Users
Have you set up and enabled user accounts in the CaseMap Admin Console?
Does each user have a valid user ID and passw ord, and does it match for Active Directory?
Have you assigned user accounts to roles and SQL cases?
Do you have a CaseMap/TextMap license for each user w ho need to access cases?
Have you installed CaseMap/TextMap locally for each user?
Related Topics Testing installation
Index
- A -
authentication types simple 5
Windows 5
- C -
CaseMap
command line parameters 29, 30 CaseMap Admin Console
installing 32 CaseMap Server 5
installing 18
CaseMap SQL Import Utility installing 43
command line
CaseMap parameters 29, 30 opening CaseMap SQL cases 30 opening TextMap SQL cases 30 TextMap parameters 29, 30 configuring
SQL Server for Casemap Server 12 SQL Server for CaseMap templates 14 SQL Server Service Broker 13
WebConfig file 5 connectivity
verifying 52
- I -
installing
CaseMap Admin Console 32 CaseMap Server 18
CaseMap SQL Import Utility 43 testing 50
verifying connectivity 52
- L -
logon
automate CaseMap 29
automate TextMap 29
- S -
service broker
enabling in SQL Server 5 SQL Server
configuring for CaseMap Server 12 configuring for CaseMap templates 14 configuring Service Broker 13
enabling Service Broker 5 system requirements
CaseMap Server 5
- T -
templates
configuring SQL Server 14 testing
installation 50 TextMap
command line parameters 29, 30
- V -
verifying
connectivity 52
- W -
web servers
CaseMap Server 5
enable support for debugging 5 enable support for SSL 5
